Glassman Wealth Services Dimensional ETF Tr Dimensional Transaction History
Glassman Wealth Services
- $708 Million
- Q3 2025
A detailed history of Glassman Wealth Services transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Glassman Wealth Services holds 19,969 shares of DFIC stock, worth $666,565. This represents 0.09% of its overall portfolio holdings.
Number of Shares
19,969
Previous 19,493
2.44%
Holding current value
$666,565
Previous $606,000
7.92%
% of portfolio
0.09%
Previous 0.09%
Shares
5 transactions
Others Institutions Holding DFIC
# of Institutions
524Shares Held
284MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO34.9MShares$1.16 Billion1.95% of portfolio
-
Forum Financial Management, LP Lombard, IL16.5MShares$552 Million8.43% of portfolio
-
Evensky & Katz LLC6.16MShares$205 Million11.71% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.1MShares$170 Million0.2% of portfolio
-
Envestnet Asset Management Inc4.79MShares$160 Million0.05% of portfolio